AABTX:NMF-AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS A (USD)

FUND | Others |

Last Closing

USD 12.41

Change

-0.04 (-0.32)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-13 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VRGWX Vanguard Russell 1000 Growth I..

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USD 26.28B
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VRVIX Vanguard Russell 1000 Value In..

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VRTTX Vanguard Russell 3000 Index Fu..

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XAODX Alpine Total Dynamic Dividend ..

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XNUVX Nuveen Municipal Value Fd Inc

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VRTGX Vanguard Russell 2000 Growth I..

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XJPCX Nuveen Preferred Income Opport..

-0.01 (-0.13%)

USD 0.99B

ETFs Containing AABTX

CHPA:LSE Franklin MSCI China Paris.. 7.08 % 0.00 %

+0.01 (+0%)

USD 7.29M
9067:HK iShares Hang Seng TECH ET.. 5.63 % 0.00 %

-0.03 (0%)

USD 9.22B
H4ZX:XETRA HSBC Hang Seng Tech UCITS.. 5.62 % 0.00 %

+0.02 (+0%)

USD 2.31B
IDRV iShares Self-Driving EV a.. 4.97 % 0.00 %

-0.49 (0%)

USD 0.16B
FDRV Fidelity Covington Trust .. 4.88 % 0.00 %

-0.24 (0%)

USD 0.03B
KARS:LSE KraneShares Electric Vehi.. 4.61 % 0.00 %

-0.16 (0%)

USD 2.15M
KARP:LSE KraneShares Electric Vehi.. 4.24 % 0.00 %

-0.10 (0%)

N/A
ERTH Invesco MSCI Sustainable .. 4.01 % 0.00 %

-0.41 (0%)

USD 0.15B
FCAR:LSE 3.40 % 0.00 %

N/A

N/A
CHIQ Global X MSCI China Consu.. 3.21 % 0.65 %

-0.05 (0%)

USD 0.24B
DRIV:AU BetaShares Electric Vehic.. 3.13 % 0.00 %

-0.14 (0%)

N/A
UIC1:XETRA UBS ETF - Solactive China.. 2.88 % 0.00 %

+0.03 (+0%)

USD 5.30M
CQQQ:SW UBS ETF - Solactive China.. 2.72 % 0.00 %

+0.02 (+0%)

N/A
CHTE:LSE UBS ETF - Solactive China.. 2.69 % 0.00 %

+3.55 (+0%)

USD 0.04B
FVCH:XETRA Franklin MSCI China Paris.. 2.49 % 0.00 %

+0.08 (+0%)

N/A
LYHSI:SW Lyxor MSCI China ESG Lead.. 2.31 % 0.00 %

-0.05 (0%)

USD 0.11B
ELCR:LSE Amundi MSCI Future Mobili.. 1.80 % 0.00 %

-0.16 (0%)

USD 0.23B
MOBI:LSE Amundi MSCI Future Mobili.. 1.78 % 0.00 %

-0.26 (0%)

N/A
ELCR:PA Lyxor Index Fund - Lyxor .. 1.67 % 0.00 %

-0.21 (0%)

N/A
KGRN KraneShares MSCI China Cl.. 0.00 % 0.79 %

-0.41 (0%)

USD 0.05B
KARS KraneShares Electric Vehi.. 0.00 % 0.70 %

-0.15 (0%)

USD 0.07B
SDG iShares MSCI Global Impac.. 0.00 % 0.49 %

-0.45 (0%)

USD 0.19B
ASIL:LSE Multi Units Luxembourg - .. 0.00 % 0.00 %

+47.50 (+0%)

N/A
ASIU:LSE Lyxor MSCI China ESG Lead.. 0.00 % 0.00 %

+0.37 (+0%)

N/A
ASI:PA Lyxor MSCI China ESG Lead.. 0.00 % 0.00 %

+0.47 (+0%)

USD 0.42B
LCHI:XETRA Lyxor MSCI China ESG Lead.. 0.00 % 0.00 %

+1.30 (+0%)

N/A
LHKG:XETRA Lyxor MSCI China ESG Lead.. 0.00 % 0.00 %

+0.19 (+0%)

N/A
3067:HK iShares Hang Seng TECH ET.. 0.00 % 0.00 %

-0.29 (0%)

USD 9.22B
LYASI:SW Lyxor MSCI China ESG Lead.. 0.00 % 0.00 %

N/A

USD 0.36B
ELCR:XETRA Amundi MSCI Future Mobili.. 0.00 % 0.00 %

-0.16 (0%)

N/A
HSTC:LSE HSBC Hang Seng Tech UCITS.. 0.00 % 0.00 %

N/A

USD 4.45B
HSTE:LSE HSBC Hang Seng Tech UCITS.. 0.00 % 0.00 %

-0.02 (0%)

USD 4.45B
HSTE:PA HSBC ETFS PLC - HSBC Hang.. 0.00 % 0.00 %

+0.03 (+0%)

USD 5.25B
UIC2:F UBS ETF - Solactive China.. 0.00 % 0.00 %

+0.09 (+0%)

N/A
UIC2:XETRA UBS ETF - Solactive China.. 0.00 % 0.00 %

+0.05 (+0%)

N/A
EDM2:F Ishares Iv Plc - Ishares .. 0.00 % 0.00 %

+0.01 (+0%)

N/A
CNEU:LSE Amundi MSCI China ESG Lea.. 0.00 % 0.00 %

+0.07 (+0%)

N/A
9W1:XETRA BNP PARIBAS EASY - MSCI C.. 0.00 % 0.00 %

+0.01 (+0%)

USD 0.12B
9W1A:XETRA BNP PARIBAS EASY - MSCI C.. 0.00 % 0.00 %

+0.03 (+0%)

USD 7.47M
CHINA:PA 0.00 % 0.00 %

N/A

N/A
CHINE:PA BNP PARIBAS EASY - MSCI C.. 0.00 % 0.00 %

+0.02 (+0%)

N/A
EDM2:SW iShares MSCI EM ESG Enhan.. 0.00 % 0.00 %

-0.02 (0%)

N/A
XCTE:SW Xtrackers Harvest MSCI Ch.. 0.00 % 0.00 %

N/A

USD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.55% 79% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.55% 79% B- 80% B-
Trailing 12 Months  
Capital Gain 2.48% 72% C 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.48% 51% F 51% F
Trailing 5 Years  
Capital Gain 11.90% 46% F 47% F
Dividend Return 10.14% 51% F 51% F
Total Return 22.04% 46% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 1.31% 45% F 45% F
Dividend Return 1.38% 44% F 44% F
Total Return 0.07% 41% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 9.01% 71% C- 71% C-
Risk Adjusted Return 15.26% 50% F 50% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.